We are live on ! Find out more
BFO

Boston Family Office Portfolio holdings

AUM $1.5B
1-Year Est. Return 11.68%
This Fund
S&P 500
This Quarter Est. Return
-1.74%
1 Year Est. Return
+11.68%
3 Year Est. Return
+44.44%
5 Year Est. Return
+55.04%
10 Year Est. Return
+251.5%
AUM
$1.41B
AUM Growth
-$43.8M
Cap. Flow
+$1.23M
Cap. Flow %
0.09%
Top 10 Hldgs %
27.83%
Holding
287
New
13
Increased
81
Reduced
112
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.99M
2
NFLX icon
Netflix
NFLX
+$3.6M
3
NOW icon
ServiceNow
NOW
+$3.02M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.44M
5
FSLR icon
First Solar
FSLR
+$1.27M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.5M
2
TER icon
Teradyne
TER
+$4.2M
3
CHRW icon
C.H. Robinson
CHRW
+$2.26M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.36M

Sector Composition

Rank Sector Weight
1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.97T
$66.1M 4.68%
297,778
-19,408
-6% -$4.5M
MSFT icon
2
Microsoft
MSFT
$2.9T
$52M 3.68%
138,391
+3,083
+2% +$1.26M
V icon
3
Visa
V
$701B
$48.1M 3.41%
137,381
-1,491
-1% -$505K
AMZN icon
4
Amazon
AMZN
$2.44T
$47.2M 3.34%
247,896
+1,644
+0.7% +$357K
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.11T
$32.6M 2.31%
208,645
+192
+0.1% +$35.2K
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.1T
$31.7M 2.24%
59,517
-1,595
-3% -$775K
UNP icon
7
Union Pacific
UNP
$174B
$30M 2.12%
126,903
-3,238
-2% -$779K
ANSS
8
DELISTED
Ansys
ANSS
$29.5M 2.09%
93,178
-1,814
-2% -$609K
VOO icon
9
Vanguard S&P 500 ETF
VOO
$956B
$28.3M 2%
54,992
+11,085
+25% +$5.99M
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$27.6M 1.96%
49,405
-1,937
-4% -$1.14M
AMT icon
11
American Tower
AMT
$83.5B
$27.5M 1.95%
126,584
-990
-0.8% -$194K
SPGI icon
12
S&P Global
SPGI
$124B
$26.8M 1.9%
52,714
-69
-0.1% -$35.3K
MRSH
13
Marsh
MRSH
$94.3B
$25.7M 1.82%
105,501
-1,663
-2% -$377K
APD icon
14
Air Products & Chemicals
APD
$65.5B
$25M 1.77%
84,805
-1,556
-2% -$480K
ATR icon
15
AptarGroup
ATR
$8.69B
$24.7M 1.75%
166,528
-5,924
-3% -$892K
ECL icon
16
Ecolab
ECL
$79.8B
$24.5M 1.74%
96,681
-2,126
-2% -$536K
CRM icon
17
Salesforce
CRM
$154B
$24.2M 1.71%
90,032
-1,278
-1% -$397K
SYK icon
18
Stryker
SYK
$135B
$24M 1.7%
64,509
+2,108
+3% +$802K
IQV icon
19
IQVIA
IQV
$40.7B
$23.7M 1.67%
134,154
-785
-0.6% -$152K
ADP icon
20
Automatic Data Processing
ADP
$109B
$22M 1.56%
72,128
+1,560
+2% +$471K
ROP icon
21
Roper Technologies
ROP
$40.4B
$21.3M 1.5%
36,048
-1,771
-5% -$994K
NOW icon
22
ServiceNow
NOW
$120B
$20.2M 1.43%
127,030
+15,680
+14% +$3.02M
TMO icon
23
Thermo Fisher Scientific
TMO
$214B
$19.9M 1.41%
39,999
-175
-0.4% -$94.8K
NEE icon
24
NextEra Energy
NEE
$184B
$19.7M 1.39%
277,635
-4,275
-2% -$302K
ROK icon
25
Rockwell Automation
ROK
$51.1B
$19.5M 1.38%
75,495
-2,131
-3% -$593K
1
2 3 4 5

Similar funds

CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.5B AUM 47.78% 1-Year Est. Return

Boston Family Office's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Family Office held 287 positions worth $1.41B, down 3% from $1.46B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Boston Family Office's Q1 2025 filing shows 13 new, 81 increased, 112 reduced and 7 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M. The largest sale was Apple, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

  • Boston Family Office's largest Q1 2025 buy was iShares iBonds Dec 2032 Term Treasury ETF: 64,193 shares worth $1.47M.
  • Boston Family Office added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $5.99M increase.
  • Boston Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $4.5M.
  • Boston Family Office fully exited Illumina in Q1 2025, selling an estimated $371K.
  • Boston Family Office's ten largest holdings make up 28% of its $1.41B portfolio in Q1 2025.
  • Boston Family Office opened 13 new positions and closed 7 in Q1 2025.
  • Boston Family Office's portfolio value fell 3% quarter-over-quarter to $1.41B.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.